Certified Public Accountant (CPA)On-site | Bergen County, NJ$110,000 - $200,000 A well-established, award-winning accounting and wealth advisory firm is looking to add a CPA to their growing team. This is a great opportunity for someone who wants a collaborative, client-focused environment with real variety in their day to day work. What you'll be doing:Preparing and reviewing partnership, corporate, fiduciary, and individual tax returnsIdentifying and executing tax planning opportunities for clientsSupporting client accounting and tax engagements alongside the wider teamPartnering with managers and partners on technical research and client mattersBuilding and maintaining strong client relationships while delivering high quality accounting, tax, and consulting servicesMentoring and training junior staffWhat we're looking for:Accounting degree required, MBA or Masters in Tax/Accounting a plus3-6 or 12-15 years of experience at a public CPA firmActive CPA licenseStrong working knowledge of Lacerte, QuickBooks, and MS Office (especially Excel)Sharp analytical and critical thinking skills with real attention to detailA proactive, entrepreneurial mindset and strong communication skillsComfortable working independently as well as part of a teamCompetitive salary and a generous benefits package on offer.

Trading Associate Trading & Portfolio Rebalancing | On-site - New Jersey The Firm A boutique wealth management / RIA firm with a team-based approach to trading. New clients are onboarded into a defined model and risk profile, with trades placed and rebalanced by a dedicated trading function that works closely with the firm's advisers. The Role This is a rare shot at owning trading and portfolio rebalancing for a firm that actually trusts its traders to run the show, not just execute orders in a back room with no say in anything.You'll be the person client accounts run through: placing trades and rebalancing portfolios against each client's model and risk level, with real ownership over how that gets doneForget the grind of a full-time, trading-only desk. Rebalancing can get busy, even daily at times, but it's not relentless, which means you've got real room to build out other skills and take on more as you grow into the roleLess time getting pulled into client meetings, more time doing the work you're actually good at. And if you eventually want a foot in the advisory side too, that door is openThis isn't a role that caps out. Traders here have grown into advisory work, marketing, and beyond. Where you take it is largely up to youTeam Structure You'll join a team-based trading function: one lead trader (who also supports marketing) works alongside several advisers who assist with trading. This role would sit alongside or under the lead trader. What We're Looking ForA genuine interest in trading, more important than a purely trading-only backgroundComfortable in a less client-facing, back-office focused role, with openness to a broader remit over timeExperience with Tamarac is a significant advantageExperience with Orion, Black Diamond or iRebal is also relevantCandidates ranging from newer entrants to the industry through to those with a couple of years' trading experience will be considered; compensation will reflect experience levelCompensation & Process Salary is expected in the $60,000 to $90,000 range depending on experience. The firm has indicated flexibility to be fair and competitive for the right candidate.

Role: Certified Public Accountant (CPA) Location: New JerseySchedule: Full time - On SiteOur client is a highly respected, award-winning investment and wealth advisory firm based in Bergen County, NJ, recognized as a top firm by AUM and ranked nationally for financial advisory services. We've been engaged to help them find a CPA focused on individual tax preparation to join their growing team.The RoleThis is a client-facing CPA position centered on 1040 client interviews and preparation, with room to grow into small business tax, estate planning, and financial advisory work. The successful candidate will meet directly with clients, prepare tax returns, and work alongside the firm's wealth advisors on estate planning matters. There's a clear path to expand into financial planning, with support for additional credentials such as the CFP.What You'll DoMeet with and prepare individual (1040) tax returns for existing clientsPrepare small business tax returns (1065s, some 1120s)Work on estate plans and estate tax returns, including NJ-ITR, 1041, 706Provide tax planning for clients throughout the yearSupport financial planning and client budgetingParticipate in retirement and estate planning meetingsSupport financial advisors with tax planningContribute to new business developmentWhat Our Client Is Looking ForCPA designation (or well progressed through the exams, e.g., multiple sections passed on first attempt)Roughly 1-5 years of experience, ideally someone earlier in their career who's interested in growing into an advisory roleHighly organized, efficient, and able to self-manageIn-office role, with availability for some evenings and Saturdays during client meetings and tax season (Feb-Apr)Lacerte tax software experience a plusExcellent verbal and written communication skillsStrong work ethic and a growth-oriented mindsetWhy This RoleOur client offers a collaborative, inclusive culture, competitive salary, and genuine long-term growth potential, including a path toward financial advisory work and additional credentials. The firm is expanding its office space to support continued team growth.